See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,549 | $81,460+332.8% | $103,333+241.2% | $80,856+336.0% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 8.24% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $29,543 | $3,105+851.4% | $3,868+663.8% | $2,755+972.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,862 | $6,566+141.6% | $8,355+89.9% | $6,918+129.3% |